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Enphase Energy, Inc.

ENPH
Exchange
Nasdaq
Industry
Semiconductors & Related Devices
SEC CIK
0001463101

In the last 90 days, Enphase Energy, Inc. insiders filed 0 open-market purchases and 2 sales; 538 institutions reported holding it in 13F filings for Q2 2026, worth $6.11B in total; Coatue Management is the only superinvestor holding it.

13F holders, Q1 2026

Institutional positions in Enphase Energy, Inc. as of Mar 31, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
495
+29 vs. Q4 2025
Shares held
125.3M
+19.2M (+18.1%) vs. Q4 2025
Total value
$4.73B
+$1.34B (+39.3%) vs. Q4 2025
New holders
93
164 more added
Sold out
64
163 more reduced

7 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 2025: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting ENPH on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ1 2026: 495 institutions
Q1 2021: 633 institutionsQ2 2021: 630 institutionsQ3 2021: 642 institutionsQ4 2021: 751 institutionsQ1 2022: 772 institutionsQ2 2022: 812 institutionsQ3 2022: 888 institutionsQ4 2022: 943 institutionsQ1 2023: 919 institutionsQ2 2023: 866 institutionsQ3 2023: 786 institutionsQ4 2023: 762 institutionsQ1 2024: 726 institutionsQ2 2024: 718 institutionsQ3 2024: 735 institutionsQ4 2024: 626 institutionsQ1 2025: 591 institutionsQ2 2025: 520 institutionsQ3 2025: 492 institutionsQ4 2025: 473 institutionsQ1 2026: 495 institutionsQ2 2026: 538 institutions
Value heldQ1 2026: $4.73B
Q1 2021: $14.8BQ2 2021: $17.1BQ3 2021: $14.1BQ4 2021: $17.1BQ1 2022: $19.2BQ2 2022: $19.2BQ3 2022: $28.5BQ4 2022: $27.3BQ1 2023: $20.9BQ2 2023: $17.0BQ3 2023: $12.0BQ4 2023: $13.5BQ1 2024: $12.6BQ2 2024: $11.1BQ3 2024: $12.8BQ4 2024: $8.09BQ1 2025: $7.16BQ2 2025: $4.95BQ3 2025: $4.29BQ4 2025: $4.04BQ1 2026: $4.73BQ2 2026: $6.11B
Institutions holding ENPH and their total value by quarter
QuarterHoldersValue
Q2 2026538$6.11B
Q1 2026495$4.73B
Q4 2025473$4.04B
Q3 2025492$4.29B
Q2 2025520$4.95B
Q1 2025591$7.16B
Q4 2024626$8.09B
Q3 2024735$12.8B
Q2 2024718$11.1B
Q1 2024726$12.6B
Q4 2023762$13.5B
Q3 2023786$12.0B
Q2 2023866$17.0B
Q1 2023919$20.9B
Q4 2022943$27.3B
Q3 2022888$28.5B
Q2 2022812$19.2B
Q1 2022772$19.2B
Q4 2021751$17.1B
Q3 2021642$14.1B
Q2 2021630$17.1B
Q1 2021633$14.8B

Institutions, Q1 2026

Shares, value and share of portfolio for each institution holding Enphase Energy, Inc.; share changes are against Q4 2025.

Institutions holding ENPH in Q1 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Bessemer Group Inc113,974$4.31M0.01%+111,932+5,481.5%Added
Price T Rowe Associates Inc115,136$4.35M0.00%+10,173+9.7%Added
Prudential Financial Inc116,275$4.40M0.01%−1,970−1.7%Reduced
Vanguard Asset Management, Ltd119,573$4.52M0.00%+119,573New
Banco Bilbao Vizcaya Argentaria, S.A.122,631$4.52M0.03%−31,412−20.4%Reduced
Quintet Private Bank (Europe) S.A.119,705$4.53M0.30%−14,380−10.7%Reduced
Universal- Beteiligungs- und Servicegesellschaft mbH117,923$4.53M0.01%−82,607−41.2%Reduced
Mitsubishi UFJ Trust & Banking Corp122,816$4.64M0.01%−21,749−15.0%Reduced
New York State Teachers Retirement System123,144$4.66M0.01%−4,253−3.3%Reduced
Voloridge Investment Management, LLC124,086$4.69M0.02%−1,437,899−92.1%Reduced
Walleye Capital LLC128,225$4.85M0.03%−51,145−28.5%Reduced
Janus Henderson Group PLC130,385$4.93M0.00%+72,247+124.3%Added
Great West Life Assurance Co133,750$5.07M0.01%−1,997−1.5%Reduced
Sphera Funds Management Ltd.142,419$5.38M0.93%−44,081−23.6%Reduced
Clear Harbor Asset Management, LLC146,320$5.53M0.38%+16,323+12.6%Added
Liberty Wealth Management LLC146,338$5.53M0.69%+16,271+12.5%Added
California State Teachers Retirement System150,840$5.70M0.01%+26,824+21.6%Added
Barclays PLC161,705$6.11M0.00%−801,810−83.2%Reduced
California Public Employees Retirement System163,845$6.19M0.00%−60,048−26.8%Reduced
Alps Advisors Inc164,782$6.23M0.03%−12,225−6.9%Reduced
CenterBook Partners LP182,174$6.89M0.37%−150,900−45.3%Reduced
Clearbridge Investments, LLC193,618$7.32M0.01%+193,618New
Aquatic Capital Management LLC202,596$7.66M0.22%+132,048+187.2%Added
Marex Group plc207,518$7.85M0.08%+103,043+98.6%Added
Optiver Holding B.V.209,549$7.92M0.30%+68,358+48.4%Added
Trexquant Investment LP214,390$8.11M0.06%+214,390New
Susquehanna Fundamental Investments, LLC219,995$8.32M0.31%+177,079+412.6%Added
Bourgeon Capital Management LLC225,559$8.53M1.49%+205,759+1,039.2%Added
Millennium Management LLC235,873$8.92M0.01%−147,413−38.5%Reduced
Lombard Odier Asset Management (Europe) Ltd242,204$9.16M0.50%+242,204New
Wolverine Asset Management LLC254,072$9.61M0.15%+98,645+63.5%Added
Swiss National Bank259,000$9.79M0.01%+1,200+0.5%Added
Mediolanum International Funds Ltd283,209$10.1M0.11%+283,209New
RSM US Wealth Management LLC268,819$10.2M0.12%+349+0.1%Added
Fideuram - Intesa Sanpaolo Private Banking S.P.A.286,190$10.8M0.38%+19,688+7.4%Added
Deutsche Bank AG294,657$11.1M0.00%+237,899+419.1%Added
Ameriprise Financial Inc294,918$11.2M0.00%−2,080−0.7%Reduced
Royal Bank of Canada298,682$11.3M0.00%−13,505−4.3%Reduced
Pembroke Management, LTD302,728$11.4M1.66%+302,728New
Swedbank AB331,379$12.5M0.01%−253,519−43.3%Reduced
Rhumbline Advisers339,859$12.9M0.01%+9,181+2.8%Added
DnB Asset Management AS342,210$12.9M0.05%+20,387+6.3%Added
Capital Fund Management S.A.369,928$14.0M0.13%−173,442−31.9%Reduced
UBS Asset Management Americas Inc375,806$14.2M0.00%+10,693+2.9%Added
Westerly Capital Management, LLC400,000$15.1M4.66%+225,000+128.6%Added
Royal London Asset Management Ltd408,201$15.4M0.03%+408,201New
Point72 Asset Management, L.P.434,846$16.4M0.03%−1,229,250−73.9%Reduced
Natixis435,787$16.5M0.07%−84,697−16.3%Reduced
BNP Paribas Arbitrage, SA438,028$16.6M0.01%−301,791−40.8%Reduced
Nuveen, LLC441,444$16.7M0.00%−33,039−7.0%Reduced
Public Sector Pension Investment Board468,114$17.7M0.06%+14,979+3.3%Added
Nomura Holdings Inc479,307$18.1M0.15%−48,889−9.3%Reduced
Balyasny Asset Management LLC479,990$18.1M0.04%+4,462+0.9%Added
Bank of America Corp487,939$18.4M0.00%−196,653−28.7%Reduced
Electron Capital Partners, LLC488,852$18.5M0.87%+488,852New
Arrowstreet Capital, Limited Partnership590,282$22.3M0.01%+128,283+27.8%Added
Contour Asset Management LLC620,559$23.5M0.76%+620,559New
Erste Asset Management GmbH666,569$23.9M0.22%+596,655+853.4%Added
Legal & General Group Plc641,117$24.2M0.01%+21,236+3.4%Added
Encompass Capital Advisors LLC720,288$27.2M1.11%+720,288New
Bank of New York Mellon Corp757,122$28.6M0.01%+857+0.1%Added
Cartenna Capital, LP800,000$30.2M1.32%+800,000New
Vanguard Fiduciary Trust Co826,379$31.2M0.01%+826,379New
Handelsbanken Fonder AB828,106$31.3M0.10%+614,035+286.8%Added
Northern Trust Corp851,330$32.2M0.00%+46,894+5.8%Added
Susquehanna International Group, LLP867,106$32.8M0.04%−608,051−41.2%Reduced
Goldman Sachs Group Inc879,460$33.3M0.00%−694,471−44.1%Reduced
Renaissance Technologies LLC888,628$33.6M0.05%−8,466−0.9%Reduced
Slate Path Capital LP909,900$34.4M0.51%+909,900New
SG Americas Securities, LLC931,097$35.2M0.04%−34,573−3.6%Reduced
Amundi992,688$37.5M0.01%−521,231−34.4%Reduced
Robeco Schweiz AG1,052,075$39.8M0.84%+1,052,075New
Principal Financial Group Inc1,112,067$42.0M0.02%+491,488+79.2%Added
Federated Hermes, Inc.1,306,149$49.4M0.08%−105,702−7.5%Reduced
Dimensional Fund Advisors LP1,361,157$51.5M0.01%+373,212+37.8%Added
Wellington Management Group LLP1,464,245$55.4M0.01%+1,452,652+12,530.4%Added
Charles Schwab Investment Management Inc1,481,930$56.0M0.01%+151,797+11.4%Added
Coatue Management LLCSuperinvestorCoatue Management1,647,893$62.3M0.21%+1,647,893New
UBS Group AG1,662,596$62.9M0.01%−2,300,610−58.0%Reduced
First Trust Advisors LP1,834,416$69.4M0.05%+546,460+42.4%Added
Schroder Investment Management Group1,984,075$75.0M0.06%+377,982+23.5%Added
Gilder Gagnon Howe & Co LLC2,146,391$81.2M0.97%+2,113,519+6,429.5%Added
Citadel Advisors LLC2,324,659$87.9M0.06%+1,019,644+78.1%Added
D. E. Shaw & Co., Inc.2,328,756$88.1M0.07%−1,670,736−41.8%Reduced
Baillie Gifford & Co2,494,347$94.3M0.10%−93,506−3.6%Reduced
Geode Capital Management, LLC2,589,905$97.9M0.01%+79,396+3.2%Added
Morgan Stanley2,928,679$110.7M0.01%−1,076,463−26.9%Reduced
Holocene Advisors, LP3,361,368$127.1M0.31%−85,301−2.5%Reduced
Invesco Ltd.3,682,383$139.2M0.01%+523,452+16.6%Added
State Street Corp4,597,699$173.8M0.01%+25,801+0.6%Added
Two Sigma Investments, LP5,476,240$207.1M0.17%+2,512,536+84.8%Added
Vanguard Capital Management LLC5,667,108$214.3M0.01%+5,667,108New
Alyeska Investment Group, L.P.5,845,629$221.0M0.63%+5,212,918+823.9%Added
Vanguard Portfolio Management LLC9,658,892$365.2M0.02%+9,658,892New
BlackRock, Inc.22,202,913$839.5M0.01%+2,187,646+10.9%Added
Two Sigma Advisers, LP0$00.00%−2,631,109−100.0%Sold out
Greenvale Capital LLP0$00.00%−2,350,000−100.0%Sold out
Marshall Wace, LLP0$00.00%−875,059−100.0%Sold out
Sora Investors LLC0$00.00%−811,161−100.0%Sold out
Squarepoint Ops LLC0$00.00%−600,000−100.0%Sold out